Diocese of Olympia
The Episcopal Church in Western Washington

Please don't hesitate to call me if I can be of help to you or your congregation.  If you've already acted on your values and remembered your church in your will with a legacy gift, you qualify as a member of the Bishop's Society.  We'll send you a purple bookmark and lapel pin and invite you to events with the Bishop from time to time.   

Carl Knirk, Canon for Planned Giving/Stewardship
206-325-4200 ext. 2016 or email cknirk@ecww.org

PLANNED GIFTS TO YOUR CHURCH 
 
Bequest in your will:  "I give, devise and bequeath to (name of church, city, state) ( ___% of my estate, or a specific sum of money, or description of property, or "the rest residue and remainder of my estate") to be used for its general tax-exempt purposes and without restrictions as to use."

Gifts of Life Insurance:  You can purchase a new policy and make the church the owner and beneficiary; the premiums can be made as contributions to the church and be deductible.  Or, you can make the church beneficiary of a percentage or all of an existing policy by simply updating the beneficiary form.  Contact your company for a new beneficiary form.

IRA, Retirement Plans:  You can make the church a beneficiary of a percentage or all of your remaining IRA or retirement plans by changing the beneficiary form.  The church does not pay tax on these while your heirs will.

Gifts That Provide An Income:   Charitable Gift Annuities and Charitable Trusts offer a guaranteed income, tax advantages, and a gift to your church upon our death. 

Here are some other stories and ways to do legacy giving.

Gift Annuity for Real Estate Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>.

A Bequest to Save Taxes Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.

Bequests Joe and Anna have been faithful members of their church for many years. It is where they worship and pray and find community and support. While they give generously and joyfully to support the church now, they want to provide a legacy gift to fund future mission and ministry from their estate. The most common way to make a legacy gift is to add a bequest to your will. More on Bequests >>.

Easy IRA Gift Barbara retired after forty years as a teacher. She had volunteered for many years with Diocese of Olympia. More on Easy IRA Gift >>.

Personal Planner

Income for Surviving Spouse Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ...

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